Note: The job is a remote job and is open to candidates in USA. Wolf & Company, P.C. is a well-established national firm seeking a Senior Consultant to join their Strategic Consulting Services group. The role involves delivering high-impact financial insights and developing financial projections to assist banking clients in making informed strategic decisions.
Responsibilities
- Develop detailed financial projections, forecasts, and multi-scenario models to support strategic planning initiatives for banking clients
- Analyze and interpret bank financial statements, including balance sheets, income statements, and key performance metrics
- Utilize S&P Capital IQ to research peer data, industry trends, and benchmark performance
- Translate complex financial analyses into clear, actionable insights and client-ready deliverables
- Build, refine, and maintain advanced Excel-based financial models, including forecasting, stress testing, and sensitivity analysis
- Support capital planning, profitability analysis, and strategic decision-making initiatives
- Identify risks, opportunities, and key drivers impacting financial performance
- Act independently to structure analyses and develop innovative solutions tailored to client needs
- Contribute to the design of new analytical tools, methodologies, and frameworks for the Strategic Consulting Services group
- Collaborate with engagement leaders to scope work, manage timelines, and ensure high-quality deliverables
- Work closely with other consultants and subject matter experts across Wolf’s advisory practices
- Participate in internal knowledge sharing, best practice development, and continuous improvement initiatives
- Support business development efforts through analysis, proposal support, and thought leadership as needed
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field (advanced degree a plus)
- 3 - 4 years of relevant experience in financial planning, forecasting, or consulting, preferably serving banking or financial institution clients
- Strong understanding of bank financial statements, regulatory considerations, and industry performance metrics
- Advanced Excel skills, including complex formulas, scenario modeling, and financial model design
- Demonstrated ability to work independently, manage priorities, and deliver high-quality results
- Strong written and verbal communication skills, with the ability to present financial insights clearly to clients and internal stakeholders
- High attention to detail, intellectual curiosity, and a problem-solving mindset
- Experience with S&P Capital IQ is a plus, but the key requirement is the ability to work effectively with large data sets
Benefits
- Performance-based incentive compensation or sales commission plans
- Spot awards
- 401(k) savings
- Flexible work
- A generous total rewards and benefits package
Company Overview